Helios Capital Management’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.01M | Hold |
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|
2025
Q2 | $1.08M | Hold |
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|
2025
Q1 | $1.16M | Hold |
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|
2024
Q4 | $1.14M | Hold |
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|
2024
Q3 | $1.25M | Hold |
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|
2024
Q2 | $1.05M | Hold |
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|
2024
Q1 | $1.05M | Hold |
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|
2023
Q4 | $796K | Buy |
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|
2022
Q3 | $629K | Hold |
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|
2022
Q2 | $608K | Hold |
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|
2022
Q1 | $860K | Hold |
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|
2021
Q4 | $865K | Buy |
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